Watershed Private Wealth’s Boeing BA Stock Holding History

Watershed Private Wealth’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-789	Closed	-$206K	–	125
2023 Q4	$206K	Buy	+789	New	+$169K	0.11%	105

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Watershed Private Wealth's BA Position: Q1 2024 in Review

Watershed Private Wealth sold out of Boeing (BA) in Q1 2024, closing a stake of 789 shares — an estimated $206K sold.

Watershed Private Wealth first reported a position in BA in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Watershed Private Wealth reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Watershed Private Wealth sold 789 Boeing shares in Q1 2024, an estimated $206K.
Watershed Private Wealth first reported a position in Boeing in Q4 2023 and held it in 1 quarter.
Watershed Private Wealth's Boeing position peaked at $206K in Q4 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Watershed Private Wealth's 13F filing for Q1 2024, filed 7 May 2024.